Adviser Portal Info Pack

Find out how the Adviser Portal is being used by leading advisers to manage risk and save time – Included in the pack:

Example DB journey video and client report

Supporting the PFS Pension Transfer Gold Standard

Top Tips for PII renewal featuring Dan Kelly + Russell Facer

Your data, our priority – Adviser Portal security

Your details.

First name

Surname

Email address

Contact number

Please let us know you are not a robot.

By providing your contact information, you agree to Money Alive contacting you.
We will not share your personal data with third parties.
Privacy Policy

So, what's being said about Money Alive?

Money Alive work with new firms every week and talk regularly to advisers, paraplanners, regulators,
providers and trade bodies. We show how client education can be delivered easily and timely, how
results can be measured and the positive impact it can have on client outcomes – the results speak
for themselves.

If you use Money Alive, not only will you have better
informed clients you will also be able to demonstrate to PII insurers robust risk
management and working practices

Jamie NewellMD O3 Insurance Solutions

Incredibly helpful - a fundamental part of our DB process

Matthew HarrisProsperis

I especially like the fact that they gave pro's and con's
with the different case studies, which you can then relate to your own circumstances.

DB transfer clientJune 2018

It's very good.

John RalfePensions Expert

They are very good. Written in a simply, easy to
understand way, plus sometimes it is easier to listen/watch than read a pamphlet of a
100 pages!!

DB transfer clientMarch 2018

They were going to keep it quiet, but I’m going to Out a
bit of financial services ‘goodness’. @MyMoneyAlive is allowing already transferred steelworkers
access to its education process. Suffice to say, the response so far has been unanimous.
‘I wish I had seen this before.’

I am sure that the FCA would consider firms providing
independent, unbiased information to clients in advance of a first meeting - to help
inform and re-set the consumer’s flawed mind-set – as a good practice approach